據(jù)OE網(wǎng)站7月23日報道,油田服務(wù)巨頭斯倫貝謝(Schlumberger NV)周五發(fā)布了對2021年的樂觀預(yù)測,由于利潤飆升,第二季度利潤超過了預(yù)期,油價反彈提振了對其軟件和設(shè)備的需求。
在截至6月的季度中,全球原油價格上漲了 18 %,自2021年初以來上漲了42%,主要是因為疫苗推動了需求復(fù)蘇,以及生產(chǎn)商組織 OPEC +減產(chǎn)。
盡管如此,油田活動水平仍遠(yuǎn)低于疫情前的水平,隨著冠狀病毒變異感染的再次出現(xiàn),促使世界一些地區(qū)出臺新的限制措施,石油需求可能面臨威脅。
該公司對今年剩余時間的前景持樂觀態(tài)度。
首席執(zhí)行官Olivier Le Peuch表示,該公司預(yù)計,與去年同期相比,國際收入將以兩位數(shù)的百分比增長。其北美業(yè)務(wù)較上年同期下滑 1 %,由于私人運(yùn)營商的支出,該業(yè)務(wù)可能會“出人意料地上升”。行業(yè)對石油需求的預(yù)測反映了對更廣泛的疫苗支持復(fù)蘇的預(yù)期,改善道路流動性,以及各種經(jīng)濟(jì)刺激計劃的影響,并警告稱,新冠疫情將繼續(xù)威脅需求復(fù)蘇。
據(jù)斯倫貝謝公布稱,截至6月30日的三個月的凈收入為4.31億美元,合每股30美分,而第一季度為2.99億美元,合每股21美分。根據(jù)Refinitiv IBES的數(shù)據(jù)顯示,華爾街分析師此前預(yù)期每股收益為26美分。
其運(yùn)營利潤率幾乎翻了一番,達(dá)到14.3%,為2018年以來的最高水平,主要得益于其軟件和儲藏性能設(shè)施的大幅增長。該收益反映了過去的成本削減和軟件收入同比的大幅增長。
據(jù)投資公司Tudor Pickering Holt & Co的分析師稱,該業(yè)績表現(xiàn)強(qiáng)勁,但對斯倫貝謝和其他油田公司的股票繼續(xù)表現(xiàn)不佳感到遺憾。
該股在盤前交易中上漲2.2%,至28.62美元。今年迄今為止,已上漲了約 28 %,落后于油價的漲幅。
根據(jù)貝克休斯的數(shù)據(jù)顯示,從全球油田活動來看,目前活躍鉆機(jī)數(shù)為1325臺,較年初增加63臺,但遠(yuǎn)低于2020年初的2073臺。
郝芬 譯自 OE
原文如下:
Schlumberger Issues Bullish Forecast as 2Q Profit Beats Estimates
Oilfield services giant Schlumberger NV issued a bullish forecast for 2021 on Friday as second-quarter profit topped estimates due to surging margins, with a rebound in oil prices boosting demand for its software and equipment.
Global crude prices rose 18% in the quarter that ended in June and have climbed 42% since the start of 2021 on the back of a vaccine-fueled demand recovery and output cuts by producer group OPEC+.
Still, oilfield activity levels remain far below pre-pandemic levels and oil demand could face a threat as a resurgence of infections from coronavirus variants prompts fresh restrictions in some parts of the world.
The company gave an optimistic outlook for the rest of the year.
It forecast international revenue would rise at a double-digit percentage rate compared with year-ago levels. Its North American business, which fell 1% versus a year ago, could "surprise to the upside" due to spending by private operators, Chief Executive Olivier Le Peuch said.
"Industry projections of oil demand reflect the anticipation of a wider vaccine-enabled recovery, improving road mobility, and the impact of various economic stimulus programs," Le Peuch said, cautioning the COVID-19 pandemic continues to threaten the demand recovery.
Schlumberger reported net income of $431 million, or 30 cents per share, for the three months to June 30, compared with $299 million, or 21 cents per share, in the first quarter. Wall Street analysts had anticipated earnings of 26 cents per share, according to Refinitiv IBES.
Operating margins nearly doubled to 14.3%, the highest since 2018, led by big gains in its software and reservoir performance units. Gains reflected past cost-cutting and big year-over-year software revenue increases.
Analysts for investment firm Tudor Pickering Holt & Co said the results were strong, but lamented that Schlumberger's stock - along with other oilfield companies - had continued to underperform.
Shares gained 2.2% in pre-market trading to reach $28.62. They are up about 28% year-to-date, trailing the jump in oil prices.
In terms of global oilfield activity, there are 1,325 active rigs, up 63 from the start of the year, but far below the 2073 that were working at the start of 2020, according to data from Baker Hughes.
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